Cerity Partners LLC Portfolio Holdings

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024

Cerity Partners LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $44.7 Billion distributed in 2526 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $1.83B, Apple Inc. with a value of $1.69B, Microsoft Corp with a value of $1.37B, Spdr S&P 500 ETF Trust with a value of $1.28B, and Procter & Gamble CO with a value of $1.1B.

Examining the 13F form we can see an increase of $6.99B in the current position value, from $37.7B to 44.7B.

Cerity Partners LLC is based out at New York, NY

Below you can find more details about Cerity Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $44.7 Billion
ETFs: $20 Billion
Technology: $7.16 Billion
Financial Services: $3.39 Billion
Healthcare: $3.3 Billion
Consumer Defensive: $2.36 Billion
Consumer Cyclical: $2.31 Billion
Industrials: $2.25 Billion
Communication Services: $1.77 Billion
Other: $2.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.1B
$2.5 Million 0.01% of portfolio
28,171
Q3 2024 Added 110.51%
$18.7B
$3.67 Million 0.01% of portfolio
23,775
Q3 2024 Added 50.66%
$12.6B
$2.81 Million 0.01% of portfolio
6,900
Q3 2024 Added 369.71%
$9.07B
$3.2 Million 0.01% of portfolio
36,927
Q3 2024 Added 49.08%
$2.66B
$3.61 Million 0.01% of portfolio
109,144
Q3 2024 Added 1.15%
$19.6B
$4.36 Million 0.01% of portfolio
41,608
Q3 2024 Added 547.09%
$4.39B
$2.89 Million 0.01% of portfolio
63,847
Q3 2024 Added 113.86%
$18.1B
$4.37 Million 0.01% of portfolio
70,429
Q3 2024 Added 79.05%
$18.1B
$4.25 Million 0.01% of portfolio
65,168
Q3 2024 Added 41.03%
$26.2B
$2.25 Million 0.01% of portfolio
3,847
Q3 2024 Added 60.56%
$103B
$3.99 Million 0.01% of portfolio
128,980
Q3 2024 Added 45.75%
$14.9B
$5.84 Million 0.01% of portfolio
128,712
Q3 2024 Added 0.62%
$19.8B
$2.67 Million 0.01% of portfolio
6,856
Q3 2024 Added 93.62%
$31.7B
$2.83 Million 0.01% of portfolio
49,581
Q3 2024 Added 111.95%
$16.9B
$3.18 Million 0.01% of portfolio
8,886
Q3 2024 Added 82.05%
$13.5B
$4.82 Million 0.01% of portfolio
21,047
Q3 2024 Added 86.39%
$0
$4.89 Million 0.01% of portfolio
104,197
Q3 2024 Added 0.21%
$0
$2.69 Million 0.01% of portfolio
67,626
Q3 2024 Added 51.45%
$0
$3.21 Million 0.01% of portfolio
185,410
Q3 2024 Added 23.92%
$0
$4.5 Million 0.01% of portfolio
23,609
Q3 2024 Added 6.58%
$0
$5.85 Million 0.01% of portfolio
55,357
Q3 2024 Added 1.27%
$0
$4.34 Million 0.01% of portfolio
86,251
Q3 2024 Added 16.1%
$0
$2.33 Million 0.01% of portfolio
10,681
Q3 2024 Reduced 3.66%
$0
$4.3 Million 0.01% of portfolio
35,141
Q3 2024 Reduced 15.16%
$0
$3.93 Million 0.01% of portfolio
23,457
Q3 2024 Added 5.98%
$0
$4.02 Million 0.01% of portfolio
47,993
Q3 2024 Reduced 5.64%
$0
$4.22 Million 0.01% of portfolio
89,387
Q3 2024 Reduced 0.04%
$0
$4.01 Million 0.01% of portfolio
48,149
Q3 2024 Reduced 13.05%
$2.74B
$2.86 Million 0.01% of portfolio
67,588
Q3 2024 Added 123.23%
$19.8B
$5.17 Million 0.01% of portfolio
27,240
Q3 2024 Added 198.29%
$32.7B
$3.88 Million 0.01% of portfolio
44,729
Q3 2024 Added 25.49%
$66.5B
$6.2 Million 0.01% of portfolio
52,268
Q3 2024 Added 10.06%
$6.2B
$3.48 Million 0.01% of portfolio
103,041
Q3 2024 Added 222.97%
$8.13B
$3.83 Million 0.01% of portfolio
48,389
Q3 2024 Reduced 2.33%
$38.3B
$3.18 Million 0.01% of portfolio
12,698
Q3 2024 Added 22.76%
$0
$4.17 Million 0.01% of portfolio
64,320
Q3 2024 Added 175.37%
$7.8B
$6.02 Million 0.01% of portfolio
672,104
Q3 2024 Added 75.28%
$18.3B
$5.23 Million 0.01% of portfolio
10,632
Q3 2024 Added 89.99%
$5.89B
$2.56 Million 0.01% of portfolio
12,352
Q3 2024 Added 23.99%
$3.91B
$4.43 Million 0.01% of portfolio
253,036
Q3 2024 Added 202.57%
$10.7B
$2.94 Million 0.01% of portfolio
17,511
Q3 2024 Added 92.79%
$23.9B
$5.22 Million 0.01% of portfolio
154,321
Q3 2024 Added 17.53%
$6.07B
$3.9 Million 0.01% of portfolio
36,409
Q3 2024 Added 26.48%
$5.18B
$2.91 Million 0.01% of portfolio
1,715
Q3 2024 Reduced 0.81%
$11.5B
$4.64 Million 0.01% of portfolio
29,959
Q3 2024 Added 67.39%
$34.9B
$4.93 Million 0.01% of portfolio
16,725
Q3 2024 Added 190.36%
$9.84B
$3.96 Million 0.01% of portfolio
9,507
Q3 2024 Added 145.22%
$8.38B
$2.83 Million 0.01% of portfolio
26,036
Q3 2024 Added 19.07%
$0
$2.65 Million 0.01% of portfolio
76,908
Q3 2024 Reduced 6.09%

Summary

  • Portfolio
  • No. of Stocks 2,526
  • Current Value $44.7 Billion
  • Prior Value $37.7 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 405 stocks
  • Additional Purchases 1,661 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 363 stocks
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